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Building 2TRIANGLE WEALTH MANAGEMENT

Map pinRALEIGH, NC
Phone919-838-3221
NotebookSEC #801-69531
Total AUM
$1.3B
Employees
14
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 ANNAPOLIS DRIVE
RALEIGH
NC 27608
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
919-838-3221

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,170
Discretionary
$1.3B
Accounts
1,170
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
227
AUM
$105.7M
HNW Individual Clients
289
AUM
$1.2B
Charitable Organization Clients
6
AUM
$17.5M
Corporation or Business Clients
3
AUM
$7.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMINCNHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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